Fast-start Fundamentals of Alteryx Designer for Finance Professionals

Learn how to use Alteryx Designer to streamline financial data processing, automate workflows, and enhance financial analysis—all without coding

NextWave is an authorised training partner

We’re proud to share that NextWave is now both an Authorised Professional Services Partner (APSP) and an Authorised Training Partner (ATP) with AlteryxThis means we’re not only certified to deliver expert implementation and consulting services—but also trusted to train the next generation of Alteryx users.
 

Sign up for our upcoming training courses this July to become truly self-sufficient in Alteryx—from automation and analytics to unlocking powerful business insights. 

About this course

Who should take this course?

  • Finance professionals handling large data sets
  • Financial analysts
  • Accountants
  • FP&A teams
  • Business and data analysts

Topics Covered:

  • Connect to Excel, databases or wherever your data resides
  • Clean enterprise data in Alteryx
  • Automate common data preparation tasks
  • Build custom solutions with a small suite of tools
  • Gain a foundation in leveraging low-code automation in Alteryx 
  • Output data in multiple formats depending on user needs

Tools:

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Location: 

Instructor led online

Key benefits:

  • Automate financial workflows

  • Reduce manual data processing

  • Gain insights faster 

  • No prior coding experience needed

  • Save hours on data prep

  • Standardise & clean data

Start your free Alteryx Designer trial

Alteryx is your go-to for fast, intuitive data prep and analytics with built-in AI to help you work smarter, all in one automated flow.

 

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Case Studies

LIBOR transition: Automating LIBOR transition reporting with Alteryx

Digital & Transformation | Banks

Automated regulatory reporting solution for an international banking corporation

Digital & Automation | Banks

IFRS17 Cost Allocation Engine — implementing a robust cost allocation approach for IFRS17 in Alteryx 

Digital & Automation | Insurers

Insurance finance re-engineering: Addressing the operational risk of activities reliant upon Excel 

Digital & Automation | Insurers

Bordereau processing: Automating bordereau reconciliations and approvals

Digital & Automation | Insurers

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